Neuburgh Advisers’s HealthEquity HQY Stock Holding History

Neuburgh Advisers’s Portfolio HQY Stock Details HQY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$2.56M	Buy	44,752 +10,992	+33%	+$730K	0.08%	190
2019 Q2	$2.21M	Buy	33,760 +2,160	+7%	+$150K	0.07%	210
2019 Q1	$2.34M	Buy	31,600 +1,664	+6%	+$117K	0.08%	194
2018 Q4	$1.79M	Sell	29,936 -736	-2%	-$59.3K	0.07%	206
2018 Q3	$2.9M	Buy	30,672 +3,888	+15%	+$335K	0.09%	182
2018 Q2	$2.01M	Sell	26,784 -272	-1%	-$19.5K	0.07%	214
2018 Q1	$1.64M	Sell	27,056 -3,088	-10%	-$167K	0.06%	210
2017 Q4	$1.41M	Sell	30,144 -2,928	-9%	-$145K	0.05%	240
2017 Q3	$1.67M	Buy	33,072 +5,024	+18%	+$234K	0.06%	204
2017 Q2	$1.4M	Sell	28,048 -3,920	-12%	-$183K	0.05%	223
2017 Q1	$1.36M	Buy	31,968 +112	+0.4%	+$4.96K	0.05%	231
2016 Q4	$1.29M	Buy	+31,856	New	+$1.23M	0.06%	207

Other funds holding HQY

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Neuburgh Advisers's HQY Position: Q3 2019 in Review

Neuburgh Advisers increased its HealthEquity (HQY) stake by 33% in Q3 2019, buying an estimated $730K and bringing the position to 44,752 shares worth $2.56M. The position accounts for 0.08% of the portfolio, ranked #190.

Neuburgh Advisers first reported a position in HQY in Q4 2016 and has held it in 12 quarters since. The position peaked at $2.9M in Q3 2018. 303 funds tracked by Wall St. Rank hold HQY as of Q3 2019.

Neuburgh Advisers held 44,752 shares of HealthEquity worth $2.56M as of Q3 2019.
Neuburgh Advisers bought 10,992 HealthEquity shares in Q3 2019, an estimated $730K.
HealthEquity made up 0.08% of Neuburgh Advisers's portfolio in Q3 2019, its #190 holding.
Neuburgh Advisers first reported a position in HealthEquity in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's HealthEquity position peaked at $2.9M in Q3 2018.
303 funds tracked by Wall St. Rank held HealthEquity as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.